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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,719 | $93,345-83.2% | $119,126-86.8% | $87,485-82.0% |
| Participation rate | 74.2% | 68.7%+5.5pp | 75.8%-1.6pp | 68.9%+5.3pp |
| Annual return | 22.03% | 19.08%+2.9pp | 282.11%-260.1pp | 26.06%-4.0pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,466 | $4,099+9.0% | $5,318-16.0% | $4,274+4.5% |
| Admin fee / account holder | $2,494 | $8,039-69.0% | $10,693-76.7% | $7,775-67.9% |